COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,184 positions · $26,811,808,154 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
8,955,368 $2,272,782,844 8.48%
NVDA
Nvidia Corp
Technology
9,084,150 $1,584,275,760 5.91%
MSFT
Microsoft Corp
Technology
3,023,558 $1,119,230,464 4.17%
SPY
Spdr S&P 500 ETF Trust
1,619,363 $1,053,136,533 3.93%
QQQ
Invesco Qqq Trust, Series 1
1,778,951 $1,026,774,938 3.83%
AMZN
Amazon Com Inc
Consumer Cyclical
4,395,363 $915,422,252 3.41%
GOOGL
Alphabet Inc.
Communication Services
2,152,226 $618,894,108 2.31%
JPM
Jpmorgan Chase & Co
Financial Services
1,412,005 $415,355,390 1.55%
GLD
Spdr Gold Trust
851,517 $366,399,249 1.37%
COST
Costco Wholesale Corp /New
Consumer Defensive
356,884 $355,609,924 1.33%

Portfolio Trend

30 quarters · across all stocks

Holdings in MO

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $87,129,830 1,320,349
2025-12-31 $91,708,748 1,590,509
2025-09-30 $94,652,617 1,432,828
2025-06-30 $93,615,107 1,596,710
2025-03-31 $89,884,271 1,497,572
2024-12-31 $75,358,047 1,441,156
2024-09-30 $74,329,960 1,456,308
2024-06-30 $64,862,744 1,423,990
2024-03-31 $61,764,829 1,415,975
2023-12-31 $59,411,864 1,472,778
2023-09-30 $61,376,726 1,459,613
2023-06-30 $64,632,635 1,426,769
2023-03-31 $62,537,384 1,401,555
2022-12-31 $62,284,080 1,362,592
2022-09-30 $53,773,117 1,331,677
2022-06-30 $53,944,785 1,291,472
2022-03-31 $69,222,837 1,324,839
2021-12-31 $60,232,263 1,270,991
2021-09-30 $59,498,099 1,307,076
2021-06-30 $61,489,033 1,289,619
2021-03-31 $72,769,625 1,422,393
2020-12-31 $57,752,313 1,408,593
2020-09-30 $57,218,382 1,480,807
2020-06-30 $56,228,411 1,432,571
2020-03-31 $56,106,651 1,450,909